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Jay Gershman

Investment Adviser Representative at REDHAWK WEALTH ADVISORS, INC.

Farmington, CTCRD #2124843Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
3 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jay Gershman has worked in the securities industry since 1991. They are registered to provide investment advisory services in Connecticut, Florida, and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
ConnecticutFloridaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 6/3/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 10/31/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/12/1991
Series 24
General Securities Principal Examination
Passed 3/21/2011
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 11/22/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Account minimum: $1,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Redhawk Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REDHAWK WEALTH ADVISORS, INC.Current
5/1/2023Farmington, CT
SECURITIES AMERICA ADVISORS, INC.
9/18/20205/2/2023West Hartford, CT
SSN ADVISORY, INC.
6/13/20079/18/2020West Hartford, CT
ADVICEONE ADVISORY SERVICES, LLC
1/2/20017/2/2007Glastonbury, CT

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jay Gershman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jay Gershman - Financial Advisor in Farmington, CT | AdvisorFinder